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yyyyyy x. yyyyyy

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solutions-focused sales / customer relationship management professional specializing in account development, client relations, and strategic analysis eager to maximize a progressive global renewable energy employer s bottom-line results.  top performer who excels at identifying lucrative sales opportunities and defining targeted strategies for capturing new business and attaining solid leveraging in highly competitive markets.  integral team player who actively promotes a company s vision, value, and goals.  excellent communicator who can negotiate with prospective clientele within high-pressure situations to effectively close all sales.  ambitious self-starter who utilizes sharp networking abilities to develop valuable professional relationships and build a substantial client base.  member of the national association of commercial development and independent community bankers association.



professional synopsis


senior account executive / project manager / sales manager southwest region

taylor bean & whitaker, city, state                                                                                                                                      2004 c present


         apply dynamic leadership talents toward directing all loan correspondent funding efforts to include providing viable options, trading programs, and online tools necessary to streamline and automate origination and closing of financial processes.

         expertly service and deliver diverse loans pooled on securitized and delivered (mbs) mortgage-backed security, along with resourcefully researching fdic and icba for key institutional asset data and analyzing targeted markets to optimize bottom-line results.

         build valuable long-term relationships with community bankers and additional financial professionals to consistently generate new business opportunities for continued marketplace dominance.

         maximize business growth by providing financial funding solutions which coordinate with individualized client needs.

         actively seek prospects through telephone sales, in-person calls, and tradeshows to complete contracts / agreements and close sales.


sales representative

harte hanks usps, austin, tx                                                                                                                                                      2002 c 2004


         met and / or exceeded set goals via profit-driven import / export shipping services / product sales to include employing proven prospecting and presentation abilities to develop and nurture a substantial client base in the u.s., u.k., germany, and france.

         formulated business decisions based on analysis of regular sales / market statistics which were instrumental in boosting revenue.


sales / customer service

velocity express, austin, tx                                                                                                                                                           2001 c 2002


         contributed superior communications skills toward leading customers throughout entire sales processes to include accurately assessing client needs, strategically developing growth initiatives, and organizing business plans to exceed expectations.

         drove operational efficiency by creating and implementing a product tracking database which supported the up-to-date delivery of data information upon specific customer request.


sales agent / customer service tower development

at&t wireless services, austin, tx                                                                                                                                              2000 c 2001


         utilized broad scope of industry and professional services knowledge to sell, assist, and locate cellular tower sites for new / existing customers to include promoting the sales of cellular phone repeaters, integrated tower systems, grid deployment functions equipment, telecommunications products, and broadband data services.

         achieved advantageous profit results for comprehensive product lines through strategic planning and implementation of results-focused department-wide business goals, as well as performing top-notch sales presentations and b2b pricing / planning efforts.


sales support / investor services

janus mutual funds, austin, tx                                                                                                                                                     1999 c 2000


         spearheaded sales success by working with investors and shareholders to locate the best equity and fixed income strategies to fit individualized needs to include providing fundamental asset allocation product reports based on risk tolerance.

         interfaced with fund management to perform strong presentations and organize contract agreements by evaluating and disseminating competitor comparison material based on the dow jones, s&p 500, and libor index.

         demonstrated sharp analytical proficiencies toward monitoring daily market averages, processing checks / balances, facilitating account transfers, and providing specific customer account information per individualized request.

         effectively expanded revenue streams by launching products / services to achieve competitive leveraging in rigorous markets.


additional professional roles held prior to 1999



professional training / certifications


wealth management / mutual funds specialist • instructor training • capital markets / cmbs specialist • usps global expedited services tas

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